Lodestone Wealth Management LLC Invesco S&P Smallcap Momentum Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 21,527 shares of XSMO stock, worth $1.31 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

21,527

Previous 21,266 1.23%

Holding current value

$1.31 Million

Previous $1.41 Billion 1.11%

% of portfolio

0.71%

Previous 0.7%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$65.08 - $73.72 $16,985 - $19,240	261 Added 1.23%	21,527 $1.42 Billion
Q3 2024 Oct 29, 2024	SELL	$59.5 - $67.14 $95,557 - $107,826	-1,606 Reduced 7.02%	21,266 $1.41 Billion
Q2 2024 Jul 16, 2024	SELL	$56.16 - $61.72 $3,313 - $3,641	-59 Reduced 0.26%	22,872 $1.37 Billion
Q1 2024 Apr 30, 2024	BUY	$54.33 - $60.32 $1,738 - $1,930	32 Added 0.14%	22,931 $1.38 Billion
Q4 2023 Jan 24, 2024	BUY	$45.31 - $57.51 $8,246 - $10,466	182 Added 0.8%	22,899 $1.3 Billion
Q3 2023 Oct 20, 2023	SELL	$47.27 - $51.21 $60,316 - $65,343	-1,276 Reduced 5.32%	22,717 $1.1 Billion
Q2 2023 Jul 25, 2023	BUY	$43.62 - $48.48 $117,992 - $131,138	2,705 Added 12.71%	23,993 $1.16 Billion
Q1 2023 May 15, 2023	BUY	$43.9 - $50.56 $22,959 - $26,442	523 Added 2.52%	21,288 $986 Million
Q4 2022 Feb 09, 2023	BUY	$44.83 - $51.49 $930,894 - $1.07 Million	20,765 New	20,765 $979 Million

Others Institutions Holding XSMO

# of Institutions

204

Shares Held

15M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP MOMENTUM

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Lodestone Wealth Management LLC Invesco S&P Smallcap Momentum Transaction History